Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : FSII - The Worst is Over? -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (2516)	7/16/1999 11:46:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

It wasn't all that long ago, just 40 weeks ago on 10/9/98, that a low for the group was attained. Actually, the low was obtained on Thursday, 10/8, but I didn't record that number. Then on 10/9 the group started its rise to the level of this Friday's close. The following is a comparison of the stock prices for the group between the 2 dates. One observation is - don't be too concerned about which stock you invest in - just invest. Only 1 stock out of the 40 stocks, UTEK, is lower today than it was last October. Investing in the other 39 stocks would have created some good gains - obviously some better than others. The right way to play this game is to get a dart board. Put the 40 stocks around the circle. Then throw approximately 10 darts at the board and invest equal cash amounts in each stock you hit. Using this approach, a persons percentage gain would have come fairly close to the average of the group sum, or 186 percent (the SOX-X almost matched this number at 164 percent) - not bad for 40 weeks of sitting on your hands and watching your money grow. We're probably not done yet either. Another observation that can be made is to invest in the big cap stocks. All 4 of the stocks that are in the 16 stock SOX-X index, AMAT, TER, NVLS, and KLAC were up equal, or more, than the 186 percent. However, TER (the best performing of the 4), with a gain of 329 percent was beaten by 8 stocks out of the group. The big winner was LTXX at 965 percent. That's a 10 bagger plus in 40 weeks. Actually, LTXX closed at it low point of 1.00 on 10/13/98. It closed today at 13.63 - a 13 bagger plus in under 40 weeks. That performance is almost as good as an internet stock!!!<gg> 10/09/98 07/16/99 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE LTXX LTX 1.28 13.63 965 PHTN Photon Dynamics 2.38 13.50 467 LRCX Lam Research 9.91 51.19 417 ASML ASM Lithography Holdings 13.63 69.00 406 ASYT Asyst Technologies 6.19 30.38 391 MTSN Mattson Technology 2.75 13.19 380 GSNX Gasonics 3.63 16.38 351 ASEC Aseco 0.75 3.38 351 TER Teradyne * 18.00 77.13 329 CYMI Cymer 8.00 34.06 326 CMOS Credence Systems 10.06 41.31 311 WFR MEMC Electronic Materials 3.50 13.81 295 PRIA Pri Automation 10.63 38.38 261 BRKS Brooks Automation 8.63 30.25 251 AMAT Applied Materials * 23.63 78.56 232 NVLS Novellus Systems * 23.06 74.84 225 HELX Helix Technology 8.63 27.00 213 ATMI ATMI Inc 11.38 35.00 208 KLAC KLA Instruments * 25.00 71.50 186 COHU Cohu 15.38 42.00 173 PLAB Photronics 11.00 28.63 160 DPMI Dupont Photomasks 19.31 49.69 157 KLIC Kulicke & Soffa Industries 11.56 28.44 146 SMTL Semitool 5.00 12.25 145 EGLS Electroglas 9.25 21.75 135 SVGI Silicon Valley Group 6.88 16.13 134 IMSC Integrated Measurement Systems 5.75 12.88 124 WJ Watkins Johnson 16.50 34.00 106 ETEC Etec System 20.25 41.44 105 TGAL Tegal 1.50 3.00 100 MICN Micrion 5.38 10.50 95 FSII FSI International 4.63 7.94 71 SFAM SpeedFAM 10.13 17.13 69 SFLX Smartflex Systems 5.94 10.00 68 NANO Nanometrics 4.81 8.00 66 MASK Align-Rite International 8.88 14.06 58 CFMT CFM Technologies 6.63 10.13 53 AFLX Adflex Solutions 2.50 3.66 46 VECO Veeco Instruments 24.75 32.38 31 UTEK Ultratech Stepper 15.38 14.94 -3 TOTALS 402.44 1151.44 186 SOX-X Phili Semiconductor Index 200.88 530.08 164 * Component of 16 stock SOX-X Index